Sorting through everyone who has registered with you is easy when you can filter by specific data points. It’s even easier when you can use multiple levels of filters. Like trying to find the group of attendees who have paid or ordered day 1 and day 2 or have paid for and ordered the full package. Or like trying to find the group of attendees who have completed the first form and not completed the second form and have ordered something and not paid anything.
Being able to filter and find a group of targeted attendees quickly makes pulling accurate reports and sending personalized emails easy!
Let’s walk through how to use the filter and search tools in Regpack.
Make sure you are on the Users section of your project.
Click the “Search” bar to open the filter and search options.
You can start typing in a key word or filter by one of the suggested options: Application, Products/Services, Forms and Fields, and Payments.
- Applications: by application date, date of most recent action, application complete, application not complete, etc.
- Products/Services: it will list every product/service or discount you have created (you can start typing in a product/service name to find it faster)
- Forms and Fields: it will list every form and field you have created (you can start typing in a form name, field label or field value to find it faster)
- Payments: who has paid something, paid nothing and ordered something, paid all, needs to close balance, needs to be refunded, etc.
Once you have selected your first filter, like a specific product/service, you may have a further option to select from, like ordered, paid, locked, waitlisted, not paid, or not locked. Select all that you’d like to filter by.
Remember you can specify if ALL the conditions need to be met or ANY of the conditions should be met. Click the “Any Option” button to toggle between these options.
If needed you can add another condition: your first filter AND/OR another condition.
You can go through the process again to add another filter and select a further option, if applicable.
You may add as many filter conditions as you find useful.
You can also add another filter block.
Now you can filter by anyone who has ordered or paid for a specific option and has completed the first form AND/OR another filter condition.
You can stack as many of these condition and filter blocks as you need.
You can also save filters to run later – just remember what you named it!
You’ll find that you can also run “Recent Filters”, so if you forgot to save a specific search, you should be able to locate it under “Recent Filters” and you can run it, and then save it from there!